AC 2008-310: AN INTRODUCTORY ELECTRIC MOTORS AND GENERATORS EXPERIMENT FOR A SOPHOMORE-LEVEL CIRCUITS COURSE
Thomas Schubert, University of San Diego Thomas F. Schubert, Jr. received his B.S., M.S., and Ph.D. degrees in electrical engineering from the University of California, Irvine, Irvine CA in 1968, 1969 and 1972 respectively. He is currently a Professor of electrical engineering at the University of San Diego, San Diego, CA and came there as a founding member of the engineering faculty in 1987. He previously served on the electrical engineering faculty at the University of Portland, Portland OR and Portland State University, Portland OR and on the engineering staff at Hughes Aircraft Company, Los Angeles, CA. Prof. Schubert is a member of IEEE and ASEE and is a registered professional engineer in Oregon. He currently serves as the faculty advisor for the Kappa Eta chapter of Eta Kappa Nu at the University of San Diego.
Frank Jacobitz, University of San Diego Frank G. Jacobitz was born in Göttingen, Germany in 1968. He received his Diploma in physics from the Georg-August Universität, Göttingen, Germany in 1993, as well as M.S. and Ph.D. degrees in mechanical engineering from the University of California, San Diego, La Jolla, CA in 1995 and 1998, respectively. He is currently an Associate Professor of mechanical engineering at the University of San Diego, San Diego, CA since 2003. From 1998 to 2003, he was an Assistant Professor of mechanical engineering at the University of California, Riverside, Riverside, CA. He has also been a visitor with the Centre National de la Recherche Scientifique at the Université de Provence (Aix-Marseille I), France. His research interests include direct numerical simulations of turbulent flows with shear, rotation, and stratification, as well as bio-fluid mechanical problems at the micro-scale. Prof. Jacobitz is a member of the American Society of Mechanical Engineers (ASME), the American Association for the Advancement of Science (AAAS), the American Physical Society (APS), the American Geophysical Union (AGU), and the Deutsche Physikalische Gesellschaft (DPG). He currently serves as the faculty advisor to the student section of the ASME at the University of San Diego and on the council of the Pacific Division of the AAAS.
Ernest Kim, University of San Diego Ernest M. Kim received his B.S.E.E. from the University of Hawaii at Manoa in Honolulu, Hawaii in 1977, an M.S.E.E. in 1980 and Ph.D. in Electrical Engineering in 1987 from New Mexico State University in Las Cruces, New Mexico. His dissertation was on precision near-field exit radiation measurements from optical fibers. He worked as an Electrical Engineer for the University of Hawaii at the Naval Ocean Systems Center, Hawaii Labs at Kaneohe Marine Corps Air Station after graduating with his B.S.E.E. Upon completing his M.S.E.E., he was an electrical engineer with the National Bureau of Standards in Boulder, Colorado designing hardware for precision fiber optic measurements. He then entered the commercial sector as a staff engineer with Burroughs Corporation in San Diego, California developing fiber optic LAN systems. He left Burroughs for Tacan/IPITEK Corporation as Manager of Electro-Optic Systems developing fiber optic CATV hardware and systems. In 1990 he joined the faculty of the University of San Diego. He remains an active consultant in radio frequency and analog circuit design, and teaches review coursed for the engineering Fundamentals Examination. Dr. Kim is a member of the IEEE, ASEE, and CSPE. He is a licensed professional electrical engineer in California. Page 13.192.1
© American Society for Engineering Education, 2008 An Introductory Electric Motors and Generators Experiment for a Sophomore-Level Circuits Course
Abstract
The design, implementation, and assessment of an introductory electric motors and generators experiment in sophomore-level electric circuits courses are described. Two separate courses were enhanced by the addition of a common motors experiment for both students in the electrical engineering program (e.g., as student preparation for an electric power class) and those in other engineering majors (e.g., as student preparation for mechanical engineering lab experiences). The experiential foundation in the motors lab was designed to solidify concepts on efficiency of energy conversion and on motor performance. Topics included modeling of electric motors, predicting motor performance, and experimentally obtaining relevant motor constants. The experiment used a simple sub-fractional horsepower (Fischertechnik #32293: ~1.5 Watt) electric motor together with a unique small-scale dynamometer. In the experiment, students were required to experimentally determine the rotational speed of a motor using an optoswitch- based tachometer to find the motor voltage constant, kE; to determine motor torque constant, kT; to explore the use of a dynamometer to measure the conversion of electrical energy into mechanical energy; and to investigate the use of a motor as a generator. Despite the low-cost equipment, experimental results proved to be reliable, accurate, and repeatable. For example, the motor kE – kT match was typically found to be within 5%. Student learning was assessed through questionnaires at the beginning and end of the laboratory period. The questionnaires addressed both student knowledge and student confidence levels. The assessment showed a significant overall increase of both student knowledge and confidence scores as well as significant incremental increases. The data also showed that each incremental increase could approximately be represented as a normal distribution. Detailed analysis of the assessment data revealed strengths in student preparation for the experiment as well as certain course topics, such as the operating principles of a dynamometer, which will require more in-depth coverage in subsequent offerings of the course.
I. Introduction
Responding to a recent resurgence in interest concerning basic electric machines and their control 1 has been a challenge for many electrical engineering programs that, either through retirement of elderly equipment or the failure to acquire equipment, have been caught without proper resources for laboratory exploration of electric machines, in particular in introductory electrical circuits courses. The University of San Diego (USD) falls into the latter category with an electrical engineering (EE) curriculum focused on the electronics and communications industries rather than on electrical machines. Recent additions of a mechanical engineering (ME) program and an industrial & systems engineering program to the existing electrical engineering (EE) program have altered the student population balance and, necessarily, have shifted the focus of many lower division courses. In response to these changes, the one-
semester, sophomore-level electric circuits curriculum was changed. Prior to the change, all Page 13.192.2 engineering students enrolled in a single course designed primarily to meet the needs of EE students. After the change, a second course was added with a more diversified content to meet the needs of other engineering majors. The first course continued to focus entirely on electric circuits. The basics of electronics and electric motors became the major focus for the last 40% of the new second course with electric machines occupying, at most, the last six lectures and a single lab period.
While laboratory experiments covering electronics are easily adapted from the EE electronics core, neither experiments covering the basics of electric motors nor any appropriate equipment existed at USD. The upper division curriculum of EE at USD does include a course, Principles of Electric Power, that has a large component covering electric machines, but this course does not have an associated laboratory or significant demonstration equipment. The ME program does have a few instrumentation laboratory exercises using the National Instruments ELVIS system including one concerning DC motor speed 2, but those exercises are limited to a very few lab stations.
A faculty team was formed to create a single motor experiment that could easily and simultaneously be performed by approximately twenty students working in groups of two or three within a single three-hour laboratory period. In order to cover a wide diversity of concepts, the often-used approach of building a simple DC motor, such as the construction of Beakman’s motor 3, was eliminated in favor of an approach based more on the testing and modeling of an existing DC machine. This approach allows the introduction of mechanical concepts such as force, torque, and power, in the treatment of an electrical system. Among the reasons for choosing a DC motor over an AC motor are: the operating principles governing the control of a DC motor are significantly simpler than those for an AC motor and therefore more suitable for a sophomore-level course, there are a large number of DC motors currently in use and their absolute number keeps increasing, and the control of an AC motor drive emulates the operating principles of a DC motor and its drive 4.
The team’s working budget was US$200 to outfit ten (10) lab stations. Such a small budget immediately eliminated the possibility of purchasing a significant number of fractional- horsepower (~150W) motors. Since the department had previously purchased a large number of Fischertechnik motors for another project 5, these subfractional-horsepower (~1.5W) motors were chosen as the basis for this experiment. While many upper-division power electronics 6, 7 or electrical machinery 1, 8 labs have explored electric machines and their control, the approach used here is substantially simpler. The laboratory experiences described are primarily focused on the modeling of a simple motor and the fundamentals of energy conversion using electric motors and generators.
II. The Experiment and Experimental Observations
The basic goals for the laboratory experiences were: • to develop a meaningful electric motor laboratory experience for (primarily) sophomore students who have minimal knowledge of the subject, • to improve student knowledge concerning the basics of motor operation, performance, and modeling, • to give the student increased confidence in applying the knowledge obtained, and Page 13.192.3 • to develop an experiment that could be easily scaled up without prohibitive costs.
The experiments were designed to explore several basic concepts concerning simple electric motors. Specifically, students would collect experimental evidence to verify that: • motors can be modeled with a few basic circuit elements, • motor torque is proportional to current, • motor speed is proportional to voltage, • the torque and speed proportionality constants are related, • motor performance can be accurately predicted once the motor model parameters are known, • output mechanical power is proportional to input electrical power, and • an electric motor can be used as an electric generator – output power is proportional to input power.
At USD, an upper-division ME laboratory had previously explored the relationship between input voltage and speed with an ELVIS experiment. This procedure used a slotted disk and a transmissive optoswitch to count the revolutions of the motor shaft. While no previous work at USD had explored the relationship between torque and current, a simple measurement of stall (zero rotational speed) torque seemed the most appropriate choice. Relating the proportionality constants and predicting performance are direct outcomes of the modeling process.
Measuring output mechanical power and relating it to input electrical power proved to be an intellectual challenge, because none of the involved faculty had experience with a dynamometer built to such a small scale. The team was well aware of dynamometers constructed with magnetic breaks (e.g., GDJ Inc. Powertek, Single-Cylinder Dynamometer), slipping bands (e.g., Armfield F1-25 Demonstration Pelton Turbine), and similar devices. After brainstorming a few possibilities, it was decided to use a clothespin, slipping on the motor output shaft, coupled to a linear spring scale (sometimes called a fish scale) as the major, torque-measurement components of the dynamometer.
The greatest concern of the team centered on working with toy motors and primitive laboratory equipment. Some of the questions facing the design team were: Will the students be able to measure and model the motors as theory predicted? Will the efforts to keep the cost down and have high student throughput jeopardize the educational value of the experimental experience? Frankly, these concerns could not be addressed adequately until the students had completed the laboratory experiment and the team had evaluated the student reports.
A. Modeling the Electric Motor
Students were given minimal background concerning electrical motors. A simple first-order electromechanical model of a motor 4, 9 was presented (Figure 1) and Kirchhoff’s voltage law applied to the loop:
dI V= IRL +a + e Saa adt a Page 13.192.4 Students were reminded that the model parameters, Ra and La, describe the resistance and inductance of the motor armature windings, that the quantity, ea, is the back emf of the motor, and that, under steady-state operation (constant motor speed), the armature inductance can be ignored.
I a + R a L a V s e a
- ω, T
simple motor
Figure 1. Electromechanical model of a motor.
The relationships of the motor’s electrical descriptors, ea and Ia, and the mechanical outputs, ω and T, were then postulated:
ea = k E ω and T = k T I a
It was further postulated that the motor voltage constant, kE, and the motor torque constant, kT, have the same numerical value (though different units) if one is working in SI units.
The experimental procedure devoted a separate section to the modeling of the parameters Ra, kE, and kT, as well as having as two sections on energy conversion. A list of all components and laboratory equipment necessary for this experiment is given in Table I and the components are shown in Figure 2. Those interested in duplicating this experiment should be reminded that Fischertechnik™ motors and components were used because of their availability at USD. Generic equivalents will typically produce similar results at somewhat lower cost.
TABLE I. Components used (per station)
Quantity Item 2 Fischertechnik motor (#32293) 1 slotted cardboard disk (~3.8 cm diameter) 1 10-24 machine screw (cut to ~ 1 cm of threaded length) 2 plastic tubing (¼” diameter x 1.5 cm and ¼” x 2 cm) 1 transmissive optoswitch (VTL11D1H or similar) 1 spring scale – 10g full scale 1 wooden spring clothespin ~ 7.5 cm 1 Fischertechnik baseplate (#31002) 2 Fischertechnik spline (#31060) 1 protoboard (Jameco JE25, JE26, or similar) 2 small machine screws 1 spring clip, large (2”) 1 standard lab station (2 multimeters, dual output Page 13.192.5 DC power supply, oscilloscope, decade resistor, wires, etc.)
Figure 2. Experimental components
The armature winding resistance, Ra, was measured with a multimeter, searching for the minimum value as the motor shaft was rotated, and that value was used as a first-order approximation for Ra. Students were told that the value should lie below 40 for the motor used. This measurement initially proved to be problematic. Multimeter readings of the armature winding resistance were quite sensitive to shaft rotational angle, with readings varying from about 10-400 (the true value is ~20 ). As a consequence, some student groups missed the lowest value and chose a value for Ra that was significantly too large. Those groups that installed the slotted disk on the motor shaft prior to making the resistance measurement were observed to have a much greater control on the shaft angle and, as a consequence, were able to find the minimum value more accurately. Changing the procedure so that the disk was installed before the resistance measurement has eliminated the difficulties.
The relationship between motor rotational speed and voltage was explored with a simple tachometer constructed using a slotted disk, transmissive optoswitch, and oscilloscope. The slotted disk was fabricated with a laser cutter, ensuring a concentric center hole and outer diameter. In order to couple the disk to the motor’s worm gear output shaft, the disk was glued to the head of a short (~ 1 cm) machine screw, thereby ensuring perpendicularity to the shaft, and used a short (~ 1.5 cm) segment of plastic tubing to connect the screw, with the disk attached, to the shaft.
The students constructed a detector using a transmissive optoswitch (Figures 3 and 4) and tested its operation. Typical problems were encountered in placing the DIP-packaged optoswitch into the protoboard correctly (operational amplifiers were the only previously-used components in DIP packages), but there were no other significant electrical problems. Page 13.192.6 E 1 D 4 2 3 E 1 D 4
2 3
Figure 3. Transmissive optoswitch layout
220 1 3
Vo 5 V 2 4 2 k
. Figure 4. Optoswitch sensor connections.
With the motor running, several measurements of the input voltage and motor current and speed were taken (Figure 5). From the experimental data, the voltage constant, kE, was determined from a plot of the equation:
ea = Vs − I a Ra = k Eω
Figure 5. Speed measurement
All students plotted back emf, ea, as a function of speed using Excel and inserted a linear trend line to determine the voltage constant, kE. The plots were remarkably linear (Figure 6) and, for those groups who had chosen Ra properly, essentially passed through the origin. In the first revision of the laboratory procedures, students were asked to vary the value of Ra in their spreadsheet in order to make the speed-emf plot pass through the origin, compare this new value Page 13.192.7 to that of the simple measurement of the previous section, and make a decision as to which value to use in modeling the motor. That change improved experimental results for many groups.
Voltage/speed constant, kE
10
y = 0.0087x - 0.0803 8
6
4 Back EMF Back (ea)
2
0 0.00 400.00 800.00 1200.00 Angular Velocity (rad/sec)
Fig. 6. Sample student data: determination of kE.
The relationship between the motor stall (zero speed) torque and the input current was explored through the use of a lever arm and linear spring scale. Since the motor used produce a maximum torque that does not exceed 20mNm, 10g (full scale) linear spring scales proved most useful. A spring clothespin was used as the lever arm: its spring tension, when applied to the plastic tubing on the slotted disk, was sufficient to provide a non-slip connection to the motor shaft (Figure 7). Several measurements were taken at different input currents and the results plotted to determine the torque constant, kT (a reminder to subtract out zero-force spring scale readings was made). Page 13.192.8
Figure 7. Torque measurement
Plots of torque as a function of current were again remarkably linear (Figure 8). The zero-input force measurement proved somewhat inaccurate for some groups. The next revision of the laboratory procedures notes that the current-torque plot should pass through the origin and asks students to make the appropriate correction to zero-input force.
Torque/current constant, kT
0.004
y = 0.0084x + 0.0001 0.003
0.002 Torque (N-m) Torque
0.001
0 0 0.1 0.2 0.3 0.4 0.5 Current (A)
Figure 8. Sample student data – determination of kT. Page 13.192.9
At this point the students were asked to compare their experimental values of kE and kT and decide which was more likely to be an accurate determination. For those groups who were careful with experimental technique, especially in measuring the lever arm length, the voltage constant, kE, and the torque constant, kT, typically matched to within 2-5%. For the student data shown in Figures 6 and 8 (a single team’s efforts), the calculated kE – kT variation is 2.7%.
In the speed and torque procedure sections, students were asked to predict an electrical input in order to achieve a desired mechanical output and to compare experimental results to predictions. In all cases, student predictions proved to be reasonably accurate.
B. Energy Conversion
In order to measure motor output mechanical power, a small-scale dynamometer was created by slightly modifying the stall torque measurement and using the optoswitch tachometer from the earlier sections (Figure 9). The spring from the clothespin was removed and replaced by a screw holding the two wooden parts together. Adjusting the screw so that the clothespin could spin on the plastic tubing allowed for a varying load to be applied to the motor shaft. Students were asked to compare input electrical and output mechanical power and to account for power losses.
Figure 9. Small-scale dynamometer.
This clothespin dynamometer worked well. Motor power-conversion efficiency was typically measured to be in the 80% range (Table II). The only problem encountered by a few groups was caused by the worm gear output shaft of the motor. If students chose the wrong motor rotation direction, the disk unscrewed from the shaft. A warning was placed in the first revision of the laboratory procedures and the problem eliminated.
Page 13.192.10 Table II. Electrical-mechanical energy conversion
Output Mechanical Power Input Electrical Power Efficiency